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Comprehensive coverage of the food industry's latest, breaking news brought to you by just-food's leading network of international journalists.

Premier Foods CEO expects UK supermarket rebound

Premier Foods CEO Gavin Darby has predicted the UK food group's brands will be the co-beneficiaries of a rebound at the country's largest su...

Unilever must "speed" response to consumer trends

Unilever must respond faster to emerging consumer trends if it is to grow its food brands in a low-growth environment, CEO Paul Polman sugge...

What the analysts say: Unilever's mixed 2014

Unilever today (20 January) reported sales that came in below expectations. The company's top line has been hit by macroeconomic factors, pa...

Marfrig stresses continuity as CEO Rial departs

Brazilian protein group Marfrig surprised the market yesterday (15 January) with the announcement CEO Sergio Rial will stand down. Rial was...


Focus: Why the jury is out for Danone's Oikos Triple Zero 14 Jan 2015

Dean Best

Danone has launched Oikos Triple Zero, a product it hopes will attract more protein-hungry male consumers to a slowing Greek yoghurt category. Will the French company succeed? Dean Best investigates.


On the move: Morrisons to up focus on value after Philips exit 13 Jan 2015

Katy Askew

Morrisons has announced chief executive Dalton Philips is to leave the UK grocer, an apparent victim of the retailer's inability to compete against the likes of Aldi and Lidl. Philips tried to emphasise Morrisons' value credentials but early efforts do not seem to have paid off and the company has indicated a fresh push on value and costs under a new chief executive.


M&A Watch: Who could be on 3G Capital's radar? 12 Jan 2015

Stefan Kirk, M&A advisors Glenboden

Given 3G Capital's industry focus, its background of partners and track-record, the next big takeover target for the co-owner of Heinz is almost certainly a legacy branded business in the FMCG world. But which companies other than PepsiCo and Campbell Soup Co. could or should be on that big-ticket target list? We tip Kellogg and, lower-hanging in terms of rationale, General Mills.


In the spotlight: What impact will Tesco's new strategy have on suppliers? 9 Jan 2015

Katy Askew

Contained in Tesco's trading update yesterday (8 January) were some key strategic initiatives that will have a profound impact on the companies that supply the UK's largest retailer.


On the money: General Mills "priority" categories see share improvement 18 Dec 2014

Katy Askew

General Mills has reported market share growth across its three "priority" categories in the US - cereal, yoghurt and snacks - but sluggish sector sales trends and continuing under-performance from struggling areas of its portfolio continue to hit the group's US retail business.


Focus: Danone CEO Faber puts stamp on business 12 Dec 2014

Dean Best

Danone today (12 December) made a series of announcements, including a division to focus on Africa, an update on the future of the company's medical nutrition arm and changes in senior management. Analysts saw the moves as a sign recently-appointed CEO Emmanuel Faber was making his mark on the business and they gave the initiatives a warm welcome. Dean Best reports.


Focus: Cleaning up Tesco's act will have mixed impact on suppliers 9 Dec 2014

Katy Askew

Tesco issued another profit warning this morning (9 December) that once again highlights the challenging task facing new CEO Dave Lewis. In an effort to build bridges with its suppliers, Tesco is moving away from a model that requires one-off payments from CPG manufacturers. This process will have a mixed outcome for the supermarket's supply base.


In the spotlight: Hershey's Allan Candy buy lends international stability 8 Dec 2014

Katy Askew

As The Hershey Co expands in international markets, attention has focused on high-growth opportunities such as China and Latin America. However, with macroeconomic factors weighing on its international performance this year, the company is wise to also pursue expansion in more stable overseas markets, such as Canada. While relatively small, last week's Allan Candy Co acquisition is a solid move from the US Reese's Pieces maker. Katy Askew reports.


Deal or no deal: How restructuring at Unilever could lead to more portfolio adjustments 4 Dec 2014

Katy Askew

Unilever is establishing a stand-alone unit for its spreads brands, prompting fresh speculation that the group could be preparing for a sale of the business. At the same time, this week's acquisition of Talenti Gelato & Sorbetto would suggest that the Anglo-Dutch FMCG giant is prepared to invest in growth areas in food. Could these changes spell further portfolio adjustments? Katy Askew reports.


BRICs and beyond: Britannia's e-cookie and why competitors won't follow suit 3 Dec 2014

Hannah Abdulla

Britannia Industries last week claimed to be the first biscuit company in India to launch an online-exclusive product before it hit retail stores. With India's e-commerce market predicted to be worth US$70bn by 2020, none can fault Britannia for testing the online waters. It's also a great PR move. But there are some dangers the food industry might want to consider before it jumps online. Hannah Abdulla explores.


Profiles: Egyptian takeover targets Arab Dairy and Bisco Misr 28 Nov 2014

Hannah Abdulla

Egypt has been in the M&A spotlight in recent weeks, with Arab Dairy and local snacks group Bisco Misr the subject of interest from international suitors. just-food explores the background of each company and looks at why the likes of Lactalis, Arla, Kellogg and private-equity firm Abraaj are battling it out to buy the businesses.


DATA: The just-food international basket - Q3 2014 27 Nov 2014

Dean Best

Compiled exclusively for just-food by IRI, the data shows the cost of a typical basket of goods in eight markets every quarter. The numbers also outlines trends in branded and private-label pricing, as well as the volume sold on promotion.


On the money: Transformed Post Holdings confident about prospects 26 Nov 2014

Dean Best

Post Holdings has undergone significant change in the last two years through a spate of M&A. While there are questions about the outlook for some of the newly-acquired assets - and for its core cereal business - the US group this week expressed confidence about its outlook.


On the money: How Greencore is outperforming the UK food market 25 Nov 2014

Katy Askew

Over the last twelve months Irish food group Greencore outperformed the overall food market in UK, its largest market, on the back of its exposure to the faster-growth food-to-go segment and expansion in convenience channels.


Deal or no deal: How a frozen sale makes sense for Kerry 24 Nov 2014

Katy Askew

Kerry Group is reportedly mulling the sale of its frozen food business. The company has seen strong sales and profit momentum at its ingredients unit but endured a lacklustre performance from the consumer foods side of the business. In this context, it makes sense for the Irish company to pare down peripheral and under-performing areas of Kerry Foods. Katy Askew reports.


Regional start-ups aim to ride China's online boom 24 Nov 2014

Wang Fangqing

The e-commerce channel in China is buoyant - one only has to witness the recent IPO of Alibaba in the US to see that - but smaller online retailers are launching to sell targeted ranges of branded food to Chinese consumers. In a new column, Wang Fangqing reports on a start-up in the major south-western city of Chongqinq.


Focus: JBS sees big opportunity from Primo Smallgoods 21 Nov 2014

Dean Best

Brazil-based JBS is already the world's largest meat supplier but it has its sights on growing further in value-added products and in Asia - and has turned to a business in Australia to help it achieve that goal.


Digesting digital: Suppliers, retailers must collaborate online to deliver value 21 Nov 2014

Katy Askew

Price is becoming an ever more significant issue in the UK grocery sector. Squeezed consumers and pressured retailers are increasingly focused on a product's RRP. But there are still ways that manufacturers and supermarkets can add value. A central theme of the IGD online conference this week was the need for manufacturers and retailers to collaborate online if they are to avoid a race to the bottom. Katy Askew reports.


In the spotlight: Can BRF deliver on its aggressive growth strategy? 20 Nov 2014

Katy Askew

BRF, the Brazilian meat giant, is undergoing significant change. The company has initiated a massive behind-the-scenes restructuring drive to streamline its operations and build a structure that will deliver stable returns. BRF has now turned its attention to expansion, setting out an ambitious growth agenda. Can it deliver? Katy Askew investigates.


BRICs and beyond: The thinking behind Mondelez's Vietnam deal 14 Nov 2014

Hannah Abdulla

Mondelez International this week announced it was acquiring a majority stake in the snacks business of Vietnamese food group Kinh Do. Hannah Abdulla reveals why this deal is likely to be a game-changer for both Mondelez and the Vietnamese snacks sector.


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